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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
RW
1926
REDW Wealth
New Mexico
$429K -$15.9K -663 -4%
WFPG
1927
Waller Financial Planning Group
Ohio
$428K +$21.2K +883 +6%
KFA
1928
Kays Financial Advisory
Georgia
$428K +$37.8K +1,577 +10%
LWCFA
1929
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$427K -$25.1K -1,046 -6%
SRC
1930
Shufro Rose & Co
New York
$426K -$17.4K -726 -4%
NP
1931
NorthRock Partners
Minnesota
$425K -$12.9K -536 -3%
STA
1932
Summit Trail Advisors
New York
$425K +$50.3K +2,099 +14%
IIA
1933
IPG Investment Advisors
California
$424K +$14.3K +596 +4%
SWA
1934
Sutton Wealth Advisors
Florida
$423K +$5.61K +234 +1%
MWA
1935
Meridian Wealth Advisors
Texas
$423K -$15.1K -629 -4%
KTM
1936
Keeler Thomas Management
Utah
$423K – – –
KLWA
1937
Kelly Lawrence W & Associates
California
$423K – – –
CG
1938
Corundum Group
Colorado
$420K +$1.77K +74 +0.4%
SWAG
1939
Spectrum Wealth Advisory Group
California
$419K -$175K -7,283 -31%
PAS
1940
Professional Advisory Services
Florida
$419K +$4.46K +186 +1%
WAG
1941
Winthrop Advisory Group
Massachusetts
$416K +$143K +5,981 +57%
DAM
1942
Diamant Asset Management
Connecticut
$414K – – –
TW
1943
Transform Wealth
Colorado
$413K +$137K +5,698 +54%
PD
1944
Planning Directions
Pennsylvania
$413K +$156K +6,512 +66%
AGA
1945
Accuvest Global Advisors
Utah
$412K -$103K -4,292 -21%
MIH
1946
Meitav Investment House
Israel
$410K +$394K +16,440 New
GIP
1947
Greatmark Investment Partners
Georgia
$409K +$935 +39 +0.2%
NWM
1948
Northwest Wealth Management
Iowa
$407K -$100K -4,184 -21%
CCFM
1949
Clear Creek Financial Management
Washington
$406K +$385K +16,044 New
AIM
1950
Advantage Investment Management
Iowa
$405K -$60.3K -2,515 -14%
76 77
78
79 80